Tim earned a bachelors degree in economics from the University of California, Berkeley and an MBA in finance from the University of Colorado. Flourry holds a bachelors degree from Western Michigan University. Customer resources for suppliers and venues. avn allevents Tina is also a judge for the WealthManagement.com Industry Awards, a Grant Judge for Invest in Others Foundation, the 2021 Stevie Awards for Sales & Customer Service, and a member of the 2022 Women|Future Conference Advisory Board. Now in its 8th year, the WealthManagement.com Industry Awards program recognizes outstanding organizations and individuals that support financial advisor success. Founded in 2009 to celebrate creativity, innovation and effectiveness in the industry, today Eventex Awards is the most esteemed accolade in the world of events and experiential marketing. Register with an early bird discount by August 26, We invite you to register for Eventex Awards 2023, Starting with Eventex Awards 2023, your entries will benefit from score normalization, Powered by Evalato Awards Management Software. Implementing a Strategic Meetings Management Program (SMMP) is no easy feat, especially. The Webinar Wonder knows the importance of leveraging a webinar program to generate and nurture leads and drive brand awareness, as well as deliver valuable thought leadership, training, and other content. The ROI Rockstar is able to drive revenue growth and maintain business momentum using creative technology solutions. Search destinations, manage bids, determine availability, and quickly build eRFPs. To learn more about our sponsor programs inquire here. Toussaint serves in several advisory and board capacities, including Advisory Board to Institutional Investor RIA InstituteImpact Investing and Implementation segment, and Alternative & Direct Investment Securities AssociationImpact and ESG subcommittee. All you need to know about Eventex Awards 2023. The awards celebrate and honour exemplary achievements and focus on leadership at all levels and areas of focus within the global business events industry. Prior to joining Gartner, Mr. Courtney held positions at CEB, Scudder, Stevens & Clark, Columbia Asset Management, MFS Investment Management, AARP Financial and The Hartford. These nominees can be found sharpening their skills through Cvent training and certifications or engaging with their peers through the Community. In that role, he also helped spearhead major bespoke research projectsboth qualitative and quantitative, on HNW investors and their relationship with financial advisorsfor clients like Fidelity, Lincoln Financial and RBC Wealth Management. Nominees in this category are able to use technology to protect business interests while propelling the industry forward. He is an avid student of the science of well-being and emotional health. This award recognizes those successful practitioners who master the complicated blend of registering and approving meetings, strategic sourcing, and budgeting and cost saving methodologies, all while continuously improving the attendee experience. Criteria: Must use Cvent Attendee Hub or Cvent Event Management with virtual platform integrations. She works in the US, Canada, UK and Europe and holds an MBA from the University of Toronto. Use of Cvent Studio within Attendee Hub given special consideration. Matt serves senior executives at financial services companies by focusing on corporate-level strategy, resource optimization and change management. He is co-founder and CEO of Private Ocean, one of the West Coasts leading wealth management firms, and also the co-founder and former CEO of Junxure, an industry-leading CRM for advisors. from the University of Massachusetts at Amherst. Only a particular aspect of an event/brand experience or their marketing or supporting campaign is taken into consideration here. Prior to Uplifting Capital, Toussaint was the founding CEO of private wealth firm Enso Wealth Management. Disclaimer: If you wish to attend the 2021 Industry Awards in-person, please contact your Wealthmanagement.com Business Representative to discuss membership options if you are unsure who your business representative might be, you can email [emailprotected] to learn more. The Worlds #1 Awards for Events & Experience Marketing. Must use three or more Cvent solutions/modules to power a single, complex conference. As the Director of Operations for Rehmanns Wealth Management department, she represents the wealth management division across the firm.She has extensive experience in management, business development and overseeing daily operations such as: supervising staff, providing training on systems and processes, managing technology, assisting with business combinations by acting as a liaison between Rehmann Wealth and the parent firm, onboarding and offboarding.Flourry was instrumental in developing Rehmanns broker dealer practice. The firepower Awards for event industry professionals! They prove the value of events as a key channel in their organizations overall marketing strategy by mastering event promotion with creative new tactics and multi-channel marketing strategies, all while enhancing their brand. This award is for the talented event architect who harnesses the power of Cvents integrated solutions across their Total Event Program. May also use Cvent Studio in Attendee Hub, Cvent Supplier Network, Diagramming & Seating solution, Passkey, Mobile Event App, LeadCapture, and/or Appointments solutions. ", Awards Ceremony: Friday 30 September 2022, The Londoner Hotel. Mr. Courtney earned his M.A. Our Afternoon Buyers Panel will be hosted by leading executives at broker-dealers, and our Afternoon Demo Day Presentations will give tech firms and other product and service providers the opportunity to demonstrate their latest capabilities to our live and virtual attendees. Please note if Cvent Professional Services were used. This year's EIC Global Awards Celebration will take place at an in-person event on the evening of 10th October 2022, in the Orovado Ballroom at ARIA Resort & Casino, Las Vegas Nevada during IMEX America. THE AWARDS ARE IMPORTANT BECAUSE THE GOOD AND THE GREAT OF THE INDUSTRY ARE HERE. Lydon started ETF Trends in 2005 on the heels of founding Global Trends Investments, an asset management firm located in Orange County, CA. ahr Healy is widely recognized as a leading advocate for the next generation of financial planners, for women advisors and for the financial planning profession. Nominees in this category have expanded their use of event technology to drive innovative experiences through their webinars and reimagined the attendee experience to maximize engagement and drive measurable results at scale. She is the author of a popular blog The Pursuit of Absolute Engagement.Julie sat on the national board of the Financial Planning Association, was twice identified as one of the 25 Most Influential People in Financial Planning and won an Influencer Award in practice management. It doesnt take long to see positive changes in a meetings and events at an organization that has rapidly and successfully implemented new technology. Using Cvents integrated solutions, they are able to manage the entire lifecycle of the conference in order to ultimately meet and even exceed their conference goals. Broadcasted June 2022: The Industry Awards program provides powerful advantages to your public relations and marketing campaigns by helping you validate your marketing message. from The Johns Hopkins University in Economics and his M.B.A. from Bryant University, started his career wearing a headset at Putnam Investments service center, before moving to more strategic roles at MFS Investment Management and then to Cerulli in 2007. The Hybrid Hotshot knows how to use the power of hybrid events to capture our attention and leave us feeling connected and inspired. Nominees in this category have implemented Cvent in a strategic and programmatic manner to support their entire event portfolio, including hosted events, trade shows, and even webinars. Contact us to learn more about membership in the wealthies as well as Awards Day and Wealthies Digital Forums sponsoring this years event. From 1982 to 2003, Craig advanced through field management roles, starting as a Financial Advisor, and transitioning into field management at all levels. The award recognises outstanding leaders who have undoubtedly shaped the industry. More than 300 companies submitted a record-setting 900 nominations in 2022 a testament to the value that firms place in the awards as a way to enhance their reputation, increase their brand recognition, and set their organization apart from the competition. She is the 2021-2022 board chair for the Foundation for Financial Planning and clerk of the Invest in Others board. in Graphic Communications Management and Technology and taught Integrated Marketing and Leadership in the Graduate Program. The Hybrid Hotshot masterfully crafts one event with two incredible experiences using event technology. Not only does the prestige of our annual awards create an unrivalled buzz in the room but it also takes place in the heart of London, where celebrities walk red carpets and event planners applaud success. Matt Lynch is the Managing Partner of Strategy & Resources, LLC, a financial services consulting firm. virtual, hybrid, and/or in-person events. gala allevents Complete solution for virtual, in-person, and hybrid event success, Connecting planners to venues and vendors for remarkable events, Solutions for group and transient business. Industry Awards Members have the opportunity to speak on panels that are promoted to our industry-leading audience of 441,000 wealth management professionals. All you need to know about Eventex Awards 2023. Kate Healy is a financial services industry Marketing executive and NextGen advocate, purposefully building brands.

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